Bilingual Inside Sales Pro — Path to Advisor, Uncapped Earnings

Guerra Wealth Advisors; Florida; On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Base salary plus uncapped commission

Performance incentives

401(k) with company match

Health insurance

PTO and holidays

Job summary

Guerra Wealth Advisors in Miami, FL is seeking an Inside Sales Specialist to engage warm leads, set appointments for financial advisors, and contribute to the firm’s growth. This role is ideal for professionals with 1–3 years in sales who are ambitious and goal-driven, aiming to move into advisory responsibilities.

Expect a full-time schedule based in Miami with standard weekday hours and uncapped earning potential through commission and bonuses.

Qualifications

• 1+ years of experience in a sales or closing role (appointment setting and/or phone sales preferred).
• Bilingual in English and Spanish required (verbal and written).
• Tech-savvy with the ability to quickly learn new systems and processes.

Responsibilities

• Contact prospective clients and schedule advisor meetings.
• Collect financial information and assess client needs.
• Maintain consistent follow-up to drive conversions.
• Keep CRM records updated and accurate.
• Collaborate with advisory and administrative teams.
• Represent Guerra professionally at events.
• Assist with team projects and administrative tasks.
• Continue learning to enhance financial knowledge and sales skills.

Skills

Bilingual English/Spanish

Communication skills

Relationship building

CRM proficiency

Tools

CRM software

Job description

Guerra Wealth Advisors in Miami, FL is seeking an Inside Sales Specialist to engage warm leads, set appointments for financial advisors, and contribute to the firm’s growth. This role is ideal for professionals with 1–3 years in sales who are ambitious and goal-driven, aiming to move into advisory responsibilities.

Expect a full-time schedule based in Miami with standard weekday hours and uncapped earning potential through commission and bonuses.